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Microsoft Dynamics CRM + Appy Pie Design Integrations

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and Appy Pie Design

About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

About Appy Pie Design

Create your own graphic design online with free design templates. Explore over 20K+ ready to use templates for designing Infographic, Flyer, Logo, Brochure, Posters, Banners, Cards, Covers, Business Cards, Resumes, Presentations and other many projects.

Appy Pie Design Integrations

Best Microsoft Dynamics CRM and Appy Pie Design Integrations

  • Microsoft Dynamics CRM Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    When this happens...
    Microsoft Dynamics CRM New Account
     
    Then do this...
    Microsoft Dynamics CRM Create Account
    Do you love saving time and getting work done without wasting a minute of your day? Then we've got a treat for you! This connect flow will automatically create an account in Microsoft Dynamics CRM for every new account created in Autotask. The best part is that you can use the provided form fields to add important information right away, like their name and email address, which will already be added to the account when it's created.
    How This Autotask-Microsoft Dynamics Integration Works
    • A new Account is added to Autodesk
    • Appy Pie Connect adds that Account's information to Microsoft Dynamics CRM
    What You Need
    • Autotask
    • Microsoft Dynamics CRM
  • Microsoft Dynamics CRM OneDrive

    designtool + OneDrive

    Save your Appy Pie Design new photos in OneDrive Read More...
    When this happens...
    Microsoft Dynamics CRM UPLOAD PROJECT
     
    Then do this...
    OneDrive Upload File
    If you wish to keep a record of every photo that you save on Appy Pie Design, we will do it for you. After connecting Appy Pie Design and OneDrive to each other, if you save a photo  on Appy Pie Design, Appy Pie Connect will automatically save it to OneDrive as a new file. This integration will help you keep a permanent record of the posts that matter to you the most.
    How It Works
    • When new photo save in Appy Pie Design
    • Appy Pie Connect automatically save in OneDrive
    What You Need
    • An Appy Pie Design account
    • A OneDrive account
  • Microsoft Dynamics CRM Google Drive

    designtool + Google Drive

    Save your Appy Pie Design new photos in Google Drive Read More...
    When this happens...
    Microsoft Dynamics CRM UPLOAD PROJECT ON SAVE
     
    Then do this...
    Google Drive Upload File
    If you wish to keep a record of every photo that you save on Appy Pie Design, we will do it for you. After connecting Appy Pie Design and OneDrive to each other, if you save a photo on Appy Pie Design, Appy Pie Connect will automatically save it to OneDrive as a new file. This integration will help you keep a permanent record of the posts that matter to you the most.
    How it Works
    • When new photo save in Appy Pie Design
    • Appy Pie Connect automatically save in Google Drive
    What You Need
    • An Appy Pie Design account
    • A Google Drive Account
  • Microsoft Dynamics CRM Google Drive

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    {{item.message}} Read More...
    When this happens...
    Microsoft Dynamics CRM {{item.triggerTitle}}
     
    Then do this...
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Connect Microsoft Dynamics CRM + Appy Pie Design in easier way

It's easy to connect Microsoft Dynamics CRM + Appy Pie Design without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • UPLOAD PROJECT

    Upload your project on other Platforms using Integration.

  • UPLOAD PROJECT ON SAVE

    Trigger when new project photo saved.

    Actions
  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

How Microsoft Dynamics CRM & Appy Pie Design Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Microsoft Dynamics CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Appy Pie Design as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Appy Pie Design with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.